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About Marie (Staff Writer)

Marie at Family Money Values wants to help families understand the potential consequences of wealth. She encourages visitors to take the long view and pull all family generations together to nourish the family legacy and wealth.

Owning a vacation rental has been a love-hate emotion for me. We bought a lakefront condo 10 years ago near lakes and an area known for entertainment venues, for what I thought at the time were great reasons. Why we bought. Diversify our investment holdings. We only own one home, no land, no rentals. Much of our portfolio … … Continue reading →

Fall is once again upon us and with it the fun and festivities surrounding Halloween. According to the National Retail Federation: “More than 171 million Americans plan to celebrate Halloween this year, spending an average $82.93, up from last year’s $74.34. Total spending is expected to reach $8.4 billion, an all-time high in the history of NRF’s … … Continue reading →

The fading strains of Pomp and Circumstance echo in our ears as the summer after your senior year in high school beckons. If you are going on to college in the fall, don’t let summer roll by without doing some preparation work to help you avoid typical college fail points. Here is what they are and how … … Continue reading →

You are probably aware that you should designate beneficiaries to your belongings should you die. Often it seems fairly easy to do, but there can be some interesting unintended results depending on who you designate and what they do after you die Here are some ways you can mess it up when making beneficiary designations. You inadvertently … … Continue reading →

For many, the way to career (and corresponding salary) growth involves switching employers. Although too frequent job hops can damage your credibility, sometimes you need to move to get to that next level. If you’ve never changed jobs before, you may be in for some surprises as you move to your new job. Here are some … … Continue reading →

If we truly be either saver or spender, what makes us one or the other? Are we predestined from birth to be one or the other as at least one study proposes? Or is it our earliest environments that mold us to be one or the other? What is it that makes a person a saver? The act of … … Continue reading →